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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: DavidG who wrote (42054)	1/8/1999 9:50:00 AM
From: DJBEINO	Respond to of 53903

DRAM Supply: according to CNBC, PC makers could be experiencing a DRAM shortage, explaining the rise of Micron Technology (MU 63) in recent sessions; according to CNBC, Compaq Computer (CPQ 44 9/16) may be anticipating a rise in the DRAM spot prices by as much as 20%; currently, DRAM prices have been quoted in the $9 range

To: DavidG who wrote (42054)	1/8/1999 9:53:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 53903

As expected the Koreans are maintaining prices high by restraining volume. Thus as I predicted it appears that price declines this quarter will be moderate, or at least prices won't be pushed down by supply from Korea. Of course excess supply could come from someone else as they ramp up production with shrinks in the TI fabs first to .25µ, then to .21µ and on to .18µ. <G> We are now half way through the quarter, and prices are still high, while costs are no doubt down significantly. Barring a major collapse of price in the next month I doubt MU will lose money this quarter, so we will probably get some earnings estimate increases over the next few weeks. Carl